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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
3101
Summit Wealth Group
Vermont
$218K -$3.82K -74 -2%
EIA
3102
Eastover Investment Advisors
North Carolina
$218K – – –
CF
3103
Convergence Financial
Missouri
$217K -$24.5K -474 -10%
CCM
3104
Canal Capital Management
Virginia
$216K -$14.7K -284 -6%
RFA
3105
RTD Financial Advisors
Pennsylvania
$216K +$2.22K +43 +1%
NS
3106
Northland Securities
Minnesota
$216K – – –
MCM
3107
MontVue Capital Management
Virginia
$216K +$228K +4,424 New
RCA
3108
Riverview Capital Advisers
Massachusetts
$216K -$8.36K -162 -4%
AFO
3109
Arrowroot Family Office
California
$215K -$5.68K -110 -2%
TPWM
3110
Twelve Points Wealth Management
Massachusetts
$215K -$4.64K -90 -2%
FA
3111
FSA Advisors
Michigan
$215K +$228K +4,413 New
PFA
3112
Plotkin Financial Advisors
Maryland
$215K +$8.26K +160 +4%
HAS
3113
Holland Advisory Services
Florida
$215K +$206 +4 +0.1%
FWM
3114
Fonville Wealth Management
Virginia
$215K +$227K +4,402 New
PWA
3115
Provenance Wealth Advisors
Florida
$214K -$1.03K -20 -0.5%
GSIS
3116
Global Strategic Investment Solutions
Arizona
$214K -$18.7K -362 -8%
CPC
3117
Congress Park Capital
New York
$214K – – –
NSB
3118
Norway Savings Bank
Maine
$214K -$2.58K -50 -1%
MWP
3119
Meriwether Wealth & Planning
Louisiana
$213K -$779K -15,093 -78%
PWS
3120
Pursuit Wealth Strategies
North Carolina
$213K +$1.29K +25 +0.6%
GSAM
3121
Grant Street Asset Management
Pennsylvania
$213K +$18.8K +364 +9%
SHWM
3122
Smith & Howard Wealth Management
Georgia
$213K – – –
BH
3123
Burk Holdings
Oklahoma
$213K – – –
TFG
3124
Taylor Financial Group
Virginia
$213K – – –
RCM
3125
Requisite Capital Management
Texas
$213K -$71.5K -1,386 -24%
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125
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